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Tutorial Solidworks PDF
Tutorial Solidworks PDF
Tutorial with
Video Instruction
A Step-by-Step Project Based Approach
Utilizing 3D Solid Modeling
Video
David C. Planchard CSWP Instruction
Marie P. Planchard CSWP
SDC
An audio/visual
presentation of the
P U B L I C AT I O N S
Better Textbooks. Lower Prices. tutorial projects
LINKAGE Assembly
Courtesy of
SMC Corporation of America
Below are the desired outcomes and usage competencies based on the completion of
Chapter 1.
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Notes:
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Chapter Objective
Obtain the working familiarity of the following SolidWorks sketch and feature tools:
Line, Circle, Centerpoint Straight Slot, Smart Dimension, Extruded Boss/Base, Extruded
Cut and Linear Pattern.
Create the assembly, LINKAGE using the three created parts and the downloaded
subassembly - AirCylinder from the DVD in the book.
• Start a SolidWorks session and navigate through the SolidWorks (UI) and
CommandManager.
• Set units and dimensioning standards for a SolidWorks document.
• Create a 3D model.
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Chapter Overview
• AXLE FLATBAR
• SHAFT-COLLAR
• FLATBAR
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AXLE Part
Apply the feature to create the part. Features are the building
blocks that add or remove material.
Origin
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SolidWorks displays the Tip of the Day box. Read the Tip of the Day to obtain additional
knowledge on SolidWorks.
Create a new part. Select File, New from the Menu bar toolbar or click New from the
Menu bar menu. There are two options for new documents: Novice and Advanced. Select
the Advanced option. Select the default Part document.
If available, double-
click the SolidWorks 2013
icon on the Windows
Desktop to start a
SolidWorks session.
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Example: The Insert menu includes features in part documents, mates in assembly
documents, and drawing views in drawing documents. The display of the menu is also
dependent on the workflow customization that you have selected. The default menu items
for an active document are: File, Edit, View, Insert, Tools, Window, Help, Pin.
The Pin option displays the Menu bar toolbar and the Menu bar menu as
illustrated. Throughout the book, the Menu bar menu
and the Menu bar toolbar is referred
as the Menu bar.
Drop-down menu
Right-click
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Consolidated toolbar
Confirmation Corner
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SolidWorks CommandManager
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To dock the CommandManager when it is floating, perform one of the following actions:
• While dragging the CommandManager in the SolidWorks window, move the pointer
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• DisplayManager tab
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Task Pane
The Task Pane is displayed when a SolidWorks session starts. The Task Pane can be
displayed in the following states: visible or hidden, expanded or collapsed, pinned
or unpinned, docked or floating.
The Task Pane contains the following default tabs:
• SolidWorks Forum tab
• SolidWorks Resources tab
• Design Library tab
• File Explorer tab
• View Palette tab
• Appearances, Scenes, and Decals tab
• Custom Properties tab
SolidWorks Forum
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SolidWorks Resources
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File Explorer
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If the Motion Study tab is not displayed in the Graphics window, click View,
MotionManager from the Menu bar.
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The Advanced mode remains selected for all new documents in the current SolidWorks
session. When you exit SolidWorks, the Advanced mode setting is saved.
The default SolidWorks installation contains two tabs in the New SolidWorks Document
dialog box: Templates and Tutorial. The Templates tab corresponds to the default
SolidWorks templates. The Tutorial tab corresponds to the templates utilized in the
SolidWorks Tutorials.
During the initial SolidWorks installation, you are request to select either the ISO or
ANSI drafting standard. ISO is typically a European drafting standard and uses First
Angle Projection. The book is written using the ANSI (US) overall drafting standard and
Third Angle Projection for all drawing documents.
Part1 is displayed in the FeatureManager and is the name of the document. Part1 is the
default part window name. The Menu bar, CommandManager, FeatureManager, Heads-
up View toolbar, SolidWorks Resources, SolidWorks Search, Task Pane, and the Origin
are displayed in the Graphics window.
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The Origin is displayed in blue in the center of the Graphics window. The Origin
represents the intersection of the three default reference planes: Front Plane, Top Plane
and Right Plane. The positive X-axis is horizontal and points to the right of the Origin in
the Front view. The positive Y-axis is vertical and point upward in the Front view. The
FeatureManager contains a list of features, reference geometry, and settings utilized in
the part.
Click View, Origins from the Menu bar menu to display the Origin in the Graphics
window.
CommandManager tabs
Heads-up View Toolbar
Part FeatureManager Task Pane
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The CommandManager is document dependent. The tabs are located on the bottom left
side of the CommandManager and display the available toolbars and features for each
corresponding tab. The default tabs for a Part are: Features, Sketch, Evaluate, DimXpert
and Office Products.
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12) Pin the Menu bar as illustrated. Use both the Menu bar menu and the Menu bar toolbar
in this book.
Various detailing
options are available
depending on the selected standard.
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Context toolbar
Origin
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The Sketch toolbar is displayed. Front Plane is your Sketch plane. Note: the grid is
deactivated for picture clarity.
You can also click the Front Plane from the FeatureManager and click the Sketch
tab from the CommandManager.
23) Click the Circle tool from the Sketch toolbar. The Circle PropertyManager is displayed.
24) Drag the mouse pointer into the Graphics window. The cursor displays the Circle icon
symbol .
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icon .
29) Click the circumference of the circle.
30) Click a position diagonally above the circle in the
Graphics window.
31) Enter .188in, [4.78] in the Modify dialog box. Note
The Dimension Modify dialog box provides the
ability to select a unit drop-down menu to directly
modify units in a sketch or feature from the
document properties.
The Dimension
Modify dialog box
provides the ability to
create an equation
driven dimension
relative to a function or
File Property. See
SolidWorks Help for
additional detail
information.
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The Sketch plane is the Front Plane. The Sketch is a circle with
the diameter of .188in, [4.76]. The Depth is 1.375in, [34.93].
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40) Click the DOCUMENTS file folder. Note: The procedure will be
different depending on your Operating
System.
41) Click New Folder.
42) Enter SW-TUTORIAL-2013 for the file folder
name. Note: In this book all models,
assemblies and templates are saved to the
SW-TUTORIAL-2013 folder.
43) Double-click the SW-TUTORIAL-2013 file
folder. SW-TUTORIAL-2013 is the Save in
file folder name.
44) Enter AXLE for the File name.
45) Enter AXLE ROD for the Description.
46) Click Save. The AXLE FeatureManager is
displayed.
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50) Select a light blue color from the Color box. View your options.
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Origin
The Heads-up View toolbar illustration may vary
depending on your SolidWorks release version.
Display the various view modes using the Heads-up View toolbar.
52) Click Front view from the Heads-up View toolbar.
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58) Click Zoom to Fit to display the full size of the part in the
current window.
59) Right-click in the Graphics window. View the available view tools.
60) Click inside the Graphics window.
Rotate the model.
61) Click the middle mouse button and move your mouse. The model
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• Hidden Lines Removed . Displays only those model edges that can be seen from
the current view orientation.
• Hidden Lines Visible . Displays all edges of the model. Edges that are hidden from
the current view are displayed in a different color or font.
The default name of the Base feature is Boss-Extrude1. Boss-Extrude1 utilized the Mid
Plane End Condition. The Boss-Extrude1 feature is symmetrical about the Front Plane.
The Edit Color option modified the part color. Select the Part icon in the FeatureManager
to modify the color of the part. Color and a prefix define the sketch status. A blue sketch
is under defined. A black sketch is fully defined. A red sketch is over defined.
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SHAFT-COLLAR Part
Extrude the sketch with the Mid Plane End Condition. The
Extruded Boss/Base feature (Boss-Extrude1) is centered on
both sides of the Front Plane.
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81) Click the Circle tool from the Sketch toolbar. The Circle
PropertyManager is displayed. The cursor displays the Circle
icon symbol .
82) Click the Origin . The cursor displays the Coincident to point
feedback symbol.
83) Drag the mouse pointer to the right of the Origin as illustrated.
84) Click a position to create the circle.
Add a dimension.
85) Click Smart Dimension from the Sketch toolbar.
86) Click the circumference of the circle. The cursor displays
the diameter feedback symbol.
87) Click a position diagonally above the circle in the
Graphics window.
88) Enter .4375in, [11.11] in the Modify dialog box.
89) Click the Green Check mark in the Modify dialog box.
The black sketch is fully defined.
Note: Three decimal places are displayed. The diameter value
.4375 rounds to .438.
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feedback icon.
101) Click the Circle tool from the Sketch toolbar. The
Circle PropertyManager is displayed. The cursor
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The Sketch plane was the Front Plane. The 2D circle was
sketched centered at the Origin. A dimension fully defined the
overall size of the sketch. The default name of the feature was
Boss-Extrude1. Boss-Extrude1 utilized the Mid Plane End
Condition. The Boss-Extrude1 feature was symmetric
about the Front Plane.
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FLATBAR Part
Add relations, then dimensions. This keeps the user from having too many
unnecessary dimensions. This also helps to show the design intent of the model.
Dimension what geometry you intent to modify or adjust.
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152) Click a position above the top horizontal line in the Graphics
window.
153) Enter 4.000in, [101.6] in the Modify dialog box.
154) Click the Green Check mark in the Modify dialog box.
155) Click the right arc of the FLATBAR.
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The FLATBAR part utilized an Extruded Boss/Base feature as the first feature. The
Sketch plane was the Front Plane. The 2D sketch utilized the Straight Slot Sketch tool to
create the slot profile.
You added linear and radial dimensions to define your sketch. You applied the Extruded
Boss/Base feature with a Blind End Condition in Direction 1. Boss-Extrude1 was created.
You created a circle sketch for the Extruded Cut feature on the front face of Boss-
Extrude1. The front face was your Sketch plane for the Extruded Cut feature. The
Extruded Cut feature removed material to create the hole. The Extruded Cut feature
default name was Cut-Extrude1. The Through All End Condition option in Direction 1
created the Cut-Extrude1 feature. The Cut-Extrude1 feature is the seed feature for the
Linear Pattern of holes.
The Linear Pattern feature created an array of 9 holes, equally spaced along the
length of the FLATBAR part.
LINKAGE Assembly
An assembly is a document that contains two or more parts. An assembly inserted into
another assembly is called a sub-assembly. A part or sub-assembly inserted into an
assembly is called a component. The LINKAGE assembly consists of the following
components: AXLE, SHAFT-COLLAR, FLATBAR and AirCylinder sub-assembly.
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Mate Types
Standard Mates:
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Advanced Mates:
Mechanical Mates:
Rack Pinion Mate: Provides the ability to have Linear translation of a part, rack causes
circular rotation in another part, pinion, and vice versa.
Screw Mate: Constrains two components to be concentric, and adds a pitch relationship
between the rotation of one component and the translation of the other.
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Universal Joint Mate: The rotation of one component (the output shaft) about its axis is
driven by the rotation of another component (the input shaft) about its axis.
Example: Utilize a Concentric mate between the AXLE cylindrical face and the
FLATBAR Extruded Cut feature, (hole). Utilize a Coincident mate between the
SHAFT-COLLAR back face and the FLATBAR front flat face.
Copy the folders and files from the DVD in the book.
193) Minimize the SolidWorks Graphics window.
194) Insert the DVD from the book into your computer. If required, exit
out of AutoPlay for the Video Instruction.
195) Click Open folder to view files. View the available folders.
196) Copy the folders and files from the DVD to your
SW-TUTORIAL-2013 folder on the hard drive. If needed create the
SW-TUTORIAL-2013 folder on your hard drive.
Return to SolidWorks. Create a new assembly.
197) Maximize the SolidWorks Graphics window.
198) Click New from the Menu bar. The New SolidWorks Document
dialog box is displayed. The Templates tab is the default tab.
199) Double-click Assembly from the New SolidWorks Document dialog
box. The Begin Assembly PropertyManager is displayed.
200) Click the Browse button. Browse to the SW-TUTORIAL-
2013/Pneumatic Components folder. Note: Open models are
displayed in the Open documents box.
201) Click the Filter Assemblies (*.asm;*sldasm) button in the Open
dialog box to view assembly documents.
202) Double-click the AirCylinder assembly from the
SW-TUTORIAL-2013/Pneumatic Components folder. This is an
assembly that you copied from the DVD in the book. The
AirCylinder assembly is displayed in the Graphics window.
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302) Click the back face of the first FLATBAR. The selected
faces are displayed in the Mate Selections box. Coincident
is selected by default.
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The AXLE part was the second component inserted into the LINKAGE assembly. The
AXLE required a Concentric mate between the two cylindrical faces and a Coincident
mate between two the Front Planes.
The FLATBAR part was the third component inserted into the LINKAGE assembly. The
FLATBAR required a Concentric mate between the two cylindrical faces and a
Coincident mate between the two flat faces.
A second FLATBAR was inserted into the LINKAGE assembly. A Parallel mate was
added between the two FLATBARs.
Two SHAFT-COLLAR parts were inserted into the LINKAGE assembly. Each SHAFT-
COLLAR required a Concentric mate between the two cylindrical faces and a Coincident
mate between the two flat faces.
Motion Studies are graphical simulations of motion for assembly models. You can
incorporate visual properties such as lighting and camera perspective into a motion study.
Motion studies do not change an assembly model or its properties. They simulate and
animate the motion you prescribe for your model. Use SolidWorks mates to restrict the
motion of components in an assembly when you model motion.
Create a Motion Study. Select the Basic Motion option from the MotionManager. The
Basic Motion option provides the ability to approximate the effects of motors, springs,
collisions and gravity on your assembly. Basic Motion takes mass into account in
calculating motion. Note: The Animation option does not!
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The Rotary Motor Basic Motion tool combined Mates and Physical Dynamics to rotate
the FLATBAR components in the LINKAGE assembly. The Rotary Motor was applied
to the front face of the FLATBAR. You utilized the Calculate option to play the
simulation. You saved the simulation in an .AVI file.
Additional details on Motion Study, Assembly, mates, and Simulation are available
in SolidWorks help. Keywords: Motion Study and Basic Motion.
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Chapter Summary
You obtained the knowledge of the following SolidWorks features: Extruded Boss/Base,
Extruded Cut, and Linear Pattern. Features are the building blocks of parts. The Extruded
Boss/Base feature required a Sketch plane, sketch, and depth.
The Extruded Boss/Base feature added material to a part. The Boss-Extruded1 feature
was utilized in the AXLE, SHAFT-COLLAR and FLATBAR parts.
The Extruded Cut feature removed material from the part. The Extruded Cut feature was
utilized to create a hole in the SHAFT-COLLAR and FLATBAR parts. Note: Both were
Through All holes. We will address the Hole Wizard later in the book.
The Linear Pattern feature was utilized to create an array of holes in the FLATBAR part.
When parts are inserted into an assembly, they are called components. You created the
LINKAGE assembly by inserting the AirCylinder assembly, AXLE, SHAFT-COLLAR
and FLATBAR parts.
Mates are geometric relationships that align and fit components in an assembly.
Concentric, Coincident and Parallel mates were utilized to assemble the components.
You created a Motion Study. The Rotary Motor Basic Motion tool combined Mates and
Physical Dynamics to rotate the FLATBAR components in the LINKAGE assembly.
During the initial SolidWorks installation, you are requested to select either the ISO
or ANSI drafting standard. ISO is typically an European drafting standard and uses First
Angle Projection. The book is written using the ANSI (US) overall drafting standard and
Third Angle Projection for drawings.
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Design Intent is how your part reacts as parameters are modified. Example: If you
have a hole in a part that must always be .125≤ from an edge, you would dimension to the
edge rather than to another point on the sketch. As the part size is modified, the hole
location remains .125≤ from the edge.
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Chapter Terminology
Utilize SolidWorks Help for additional information on the terms utilized in this chapter.
Assembly: An assembly is a document which contains parts, features, and other sub-
assemblies. When a part is inserted into an assembly it is called a component.
Components are mated together. The filename extension for a SolidWorks assembly file
name is .SLDASM.
Mouse Buttons: The left and right mouse buttons have distinct
meanings in SolidWorks. Left mouse button is utilized to select
geometry. Right-mouse button is utilized to invoke commands.
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Plane: To create a sketch, select a plane. Planes are flat and infinite. They are represented
on the screen with visible edges. The reference plane for this project is the Front Plane.
Sketch: The name to describe a 2D profile is called a sketch. 2D Sketches are created on
flat faces and planes within the model. Typical geometry types are lines, arcs, rectangles,
circles, polygons and ellipses.
Status of a Sketch: Three states are utilized in this chapter: Fully Defined: Has complete
information (dimensions and geometric relations) displayed in black, Over Defined: Has
duplicate (dimensions or geometric relations) displayed in Red/Yellow or Under Defined:
There is inadequate definition (dimensions or geometric relations) displayed in Blue and
black.
Toolbars: The toolbar menus provide shortcuts enabling you to quickly access the most
frequently used commands.
Trim Entities: Deletes selected sketched geometry. Extends a sketch segment unit it is
coincident with another entity.
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Questions
15. What are mates and why are they important in assembling
components?
18. Review the Design Intent section in the book. Identify how you
incorporated design intent into a part or assembly document.
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Exercises
A: Top Plane
B: Front Plane
C: Right Plane
D: Left Plane
Origin
Correct answer _______.
A: Top Plane
B: Front Plane
D: Left Plane
A: Top Plane
B: Front Plane
C: Right Plane
Origin
D: Left Plane
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• No Tangent edges
displayed.
Think design
intent. When do you
use the various End
Conditions and Geometric sketch relations? What are you
trying to do with the design? How does the component fit into
an Assembly?
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